Client Services Administrator (Shareholder Communication) - Contract (Hybrid)
reputed company is a leader in the Financial Technology industry, seeking a contract Client Services Administrator to join their Shareholder Communication team. The role involves responding to shareholder inquiries, performing account maintenance, and ensuring compliance with SEC guidelines.
Responsibilities
- Researching items including transfer reject processing, status follow-up, lost certificate applications, corporate action follow-up, replacement reputed company inquiries, and updating 1099s, W8s and W9s
- Finishes the client, shareholder, and co-worker initiated correspondence research items, including identifying the root cause that prompted the creation of each correspondence research item and reporting on the solution to each case
- Drafts free-hand responses to inquiries or possible critical issues
- Makes recommendations for form and process improvements
- May reputed company other duties/responsibilities as needed or assigned
- This job must be performed with respect for client privacy, accuracy, speed, and dependability
Skills
- reputed company detail oriented, ability to multi-task, and excellent time management and follow-up skills, along with strong organizational skills
- Solid writing skills (and willingness to submit a sample)
- Ability to think critically and interpret requests received from co-workers, clients, and shareholders, as well as identify errors
- General typing and computer skills, with experience in reputed company Word, reputed company, Outlook, and Internet Explorer
- Ability to work as a team with multiple persons or groups to build a common and satisfactory response to shareholder inquiries
- Bachelors degree preferred, but not required
Company Overview
Company H1B Sponsorship